Steward Partners Investment Advisory’s MFS Active International ETF MFSI Stock Holding History

Steward Partners Investment Advisory’s Portfolio MFSI Stock Details MFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Sell	31,015 -2,455	-7%	-$77.9K	0.01%	1287
2026 Q1	$995K	Buy	33,470 +2,391	+8%	+$73.9K	0.01%	1167
2025 Q4	$946K	Sell	31,079 -795	-2%	-$23.7K	0.01%	1096
2025 Q3	$942K	Buy	31,874 +17,032	+115%	+$490K	0.01%	1077
2025 Q2	$422K	Buy	+14,842	New	+$398K	﹤0.01%	1383

Other funds holding MFSI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Steward Partners Investment Advisory's MFSI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its MFS Active International ETF (MFSI) stake by 7.3% in Q2 2026, selling an estimated $77.9K and leaving 31,015 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1287.

Steward Partners Investment Advisory first reported a position in MFSI in Q2 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold MFSI as of Q2 2026.

Steward Partners Investment Advisory held 31,015 shares of MFS Active International ETF worth $1.01M as of Q2 2026.
Steward Partners Investment Advisory sold 2,455 MFS Active International ETF shares in Q2 2026, an estimated $77.9K.
MFS Active International ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1287 holding.
Steward Partners Investment Advisory first reported a position in MFS Active International ETF in Q2 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held MFS Active International ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.